Thomas Jay Tjay Kowalchuk

About Thomas Jay Tjay Kowalchuk

Experienced Director of Operations with a demonstrated history of working in the financial services industry with a specialization in technology integration and FinTech related services. Skilled in Business Strategy, Project Management, Business Development, Infrastructure Management, Workflow Management, Website Administration, IT Operations, and Regulatory Compliance. Strong operations professional with a Bachelor of Arts (B.A.) from State University of New York at Binghamton.

Experience

1. Executive Director Private Wealth Services

   Americana Partners

   Jul 2025 — Present · Beverly Hills, CA, US

   Americana Partners is an independent wealth advisory firm working with a select group of families and individuals to help them simplify the management of their substantial wealth. Our clients include patriarchs and matriarchs, executives, business owners, and entrepreneurs, both established and emerging. Offering financial planning and investment management services, we proactively connect our clients to each other and to people in our personal and professional network. This strategic connectivity creates distinct investment opportunities, including private placements and club deals, where our clients can co-invest with peer-group families, who share similar goals for their lifestyle and legacy aspirations.

Education

• Binghamton University

  Bachelor of Arts (B.A.), Human Development, Family Studies, and Related Services

• Colorado State University Global

  M.S. Artificial Intelligence and Machine Learning (currently enrolled), Computer and Information Sciences and Support Services

Skills

• IT Operations
• Data Mining
• Office Management
• Database Administration
• Security Operations
• Corporate Website Management
• Team Management
• Investment Modeling
• Database Development
• Investment Advisor Compliance
• Office Administration
• Spreadsheets
• Rebalancing
• Marketing Management
• Facility Expansion
• Microsoft Office
• Website Administration
• Junxure
• Workflow Management
• Expansion Strategies
• Onboarding
• Project Management
• Model Development
• Security Audits
• Crm
• Web Content Management
• Microsoft Word
• IT Service Management
• Series 63
• IT Management
• Business Expansion
• Regulatory Compliance
• Managing Workflow
• IT Strategy
• Business Workflows
• Data Migration
• Financial Audits
• Powerpoint
• Microsoft Excel
• Series 7